Steven Drackert, financial advisor Walnut Creek CA

Steven Drackert

CRD Number: 4181087
Current Firm: First Republic Investment Management, Inc.

Steven Drackert (CRD# 4181087) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Walnut Creek, CA and has over 14 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
First Republic Investment Management, Inc. Walnut Creek, CA Sep 2020 - Current < 1
First Republic Securities Company, LLC Walnut Creek, CA Sep 2020 - Current < 1
Wells Fargo Clearing Services, LLC Walnut Creek, CA Nov 2016 - Aug 2020 3
Wells Fargo Advisors LLC Walnut Creek, CA May 2009 - Nov 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Steven A. Drackert
Phone Number: 415-392-1400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    87,281
    MILLIONS
  • Total Number of Accounts
    51,500
    ACCOUNTS
  • Average Account Value
    $1,694,768
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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